The fund normally invests at least 80% of assets in common stocks included in the S&P 500® Index, which broadly represents the performance of common stocks publicly traded in the United States. It lends securities to earn income.
Fidelity funds can be purchased directly through their website, typically with no transaction fee.0
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Fidelity 500 Index Fund
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FXAIX's actual expense ratio
Comparison fund (e.g., actively managed)
Note: This calculator uses simplified assumptions based on FXAIX's historical performance. It does not account for taxes, inflation, or varying returns. Past performance does not guarantee future results.
Fidelity 500 Index Fund
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Pre-filled with FXAIX's historical average return
Important: This projection uses simplified assumptions based on FXAIX's historical performance. Actual investment returns vary year-to-year. Past performance does not guarantee future results. This tool is for educational purposes only.
Top holdings shown as percentage of fund assets. Data sourced from fund filings. Holdings may change over time.
FSMDXFidelity Mid Cap Index Fund
VINIXVanguard Institutional Index
VFIAXVanguard 500 Index Fd Admiral S
SWPPXSchwab® S&P 500 Index Fund",
FXAIX is the ticker symbol for Fidelity 500 Index Fund, a Large Blend mutual fund managed by Fidelity. The fund normally invests at least 80% of assets in common stocks included in the S&P 500® Index, which broadly represents the performance of common stocks publicly traded in the United States. It lends securities to earn income.
FXAIX has an expense ratio of 0.00% per year. On a $10,000 investment, that amounts to roughly $0 annually in fund fees. This is considered a very low-cost fund.
FXAIX has posted a 1-year return of +16.22%, 3-year return of +19.13%, 5-year return of +11.64%, 10-year return of +287.48%. Past performance does not guarantee future results. Returns are annualized for periods greater than one year.
FXAIX has no minimum initial investment requirement, making it accessible to all investors regardless of account size.
Whether FXAIX is right for you depends on your investment goals, time horizon, and risk tolerance. Key factors to evaluate include its 0.00% expense ratio, Large Blend category exposure, historical returns, and how it fits within your broader portfolio. We recommend comparing it against similar funds in the same category and consulting a qualified financial advisor.
Important: Past performance does not guarantee future results. This information is provided for educational purposes only and should not be considered investment advice. Please consult with a financial advisor before making investment decisions.